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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,896 | $172,111-65.2% | $150,298-60.1% | $137,256-56.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 116.91% | 69.37%+47.5pp | 62.79%+54.1pp | 220.34%-103.4pp |
| Employer contribution / active EE | $4,070 | $4,636-12.2% | $4,154-2.0% | $4,156-2.1% |
| Participant deferral / active EE | $6,708 | $6,166+8.8% | $5,453+23.0% | $6,407+4.7% |
| Admin fee / account holder | $640 | $16,471-96.1% | $14,116-95.5% | $12,270-94.8% |